ID444 - List of Contacts Created Sent to Designated User Assigned to Review Duplicates in E-Auto - Overview and Sample – CEO Juice

This alert will send a list of new contacts created in eAutomate to a specified user who is in charge of reviewing those and merging any duplicate contacts that might have been created.

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Overview

Overview

This alert will send a list of all contacts created for the day. We recommend sending this to one person for review. Reviewing the contacts created each day will help with training on best practices for creating contacts. Duplicate contacts get created all the time due to a standard practice not being followed. The more info the better. i.e. First Name, Last Name, Phone numbers with area codes as opposed to without, mistakes in email addresses, etc. This will also help identify the user who needs more training.

Run Schedule: Daily at 8 PM

Type of Output: Email

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Sample

Sample

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Variables

Variables

Variable X: Branch Numbers - Enter the branch numbers for the alert to trigger, separating multiples with commas. Leave blank to trigger on all branches.

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Alert Functionality

Alert Functionality

1. This alert will trigger for all new contacts created in e-automate, so that they can be reviewed for missing information or duplicates.

2. In order for the contact to report on the alert, the user who created the contact must have their user ID linked to an employee record in e-automate.

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Best Practices & Tips

Best Practices & Tips

1. See documentation here on best practices for creating and maintaining contacts.

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Related Alerts

Related Alerts

ID305 - Validate Email Address Field on All Contact Records

ID735 - Duplicate Contact Records: This alert triggers for possible duplicate contact records created

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Overview

Sample

Variables

Alert Functionality

Best Practices & Tips

Related Alerts

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